Event Planner

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

  • Meals: You may list the different meals you’ll be serving.
  • Tables: You may list the different meals you’ll be serving.
  • Task Status: You may rename one or more of the default Task statuses.
  • Task Priority: You may rename one or more of the default Task priorities.

🟢 Tip: To remove an entry in the Meals or Tables list, right click on the entry and select ‘Delete -> Table Rows’.

Start creating tasks

The ‘Tasks’ sheet allows you to manage all your tasks. Each task contains the following columns:

  • Task: Enter the name of your task.
  • Status: Select a status from the dropdown menu.
  • Priority: Select a priority from the dropdown menu. (P1 = Most urgent, P4 = Least urgent)
  • Budget: Enter the maximum amount you’re willing to spend.
  • Actual cost: Enter the amount you actually spent on this task.
  • Due date: Enter the date which this task should be completed by.
  • Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: All dates must be entered in the following format: January 1, 2023

🟢 Tip: When the ‘Due Date’ value is equal to 3 or less, the number will appear in red.

Populate the Guest List

The ‘Guest List’ sheet allows you to manage all guests. Each Guest list row contains the following 5 columns:

  • Name: Enter your guests name.
  • Attending: Select an attendance status from the dropdown menu.
  • Meal: Select a meal from the dropdown menu if applicable.
  • Table: Select a table number from the dropdown if applicable.
  • Notes: Enter a note for each guest (optional).

Populate the Itinerary

The ‘Itinerary’ sheet allows you to clearly set your event’s programming schedule. This sheet consists of 3 columns:

  • Time: Times are pre-populated and can easily be edited if needed.
  • Location: Specify a location if applicable.
  • Activity: Describe what activity is taking place at your event during that timeframe.